Objectives
Steps
Deactivating a User
Click on the Settings icon in the top-right corner of your instance.
Select Manage Users to open the list of all users.
Locate the user you want to deactivate.
Click the action wheel next to their name and choose Activate / Deactivate.
- Confirm your action and click Deactivate
The admin can deactivate a user if they are no longer an employee or if the admin wishes to replace them with another user.
Effect of Deactivation:
The user will no longer appear in the active users list.
They cannot access the system or be assigned new matters, tasks, or contracts.
All data previously added by the user (e.g., notes, tasks, documents) remains fully accessible.
Any items assigned to the user will display their name with an Inactive tag.
Deactivating a user does not delete their account.
Reactivating a User
Deactivated users will appear in a separate list, which you can locate using the advanced search.
- From the Users List page, click on Advanced Search to open the search users filters.
- Set the Status field equal Inactive then Submit to search.
From the list of inactive users, select the one you want to reactivate.
Click the action wheel next to their name and choose Activate/ Deactivate.
- Confirm your action and click Activate
The user will regain access to the system and can be assigned new matters, tasks, or contracts as needed.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
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